Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Buy
2025
Q2
$314K Buy
2025
Q1
$325K Buy
2024
Q4
$243K Sell
2024
Q3
$278K Buy
2024
Q2
$304K Buy
2024
Q1
$270K Hold
2023
Q4
$265K Sell
2023
Q3
$263K Hold
2023
Q2
$247K Buy
2023
Q1
$234K Hold
2022
Q4
$232K Buy
2022
Q3
Sell
2022
Q2
$206K Buy